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Collaborative Consulting is a private wealth and estate planning specialist. We are 100% independent, we don't accept commissions and meet the highest global fiduciary standards. We're in the business of helping clients make work optional and do this providing "evidence based advice", not sales rhetoric.
I provide certainty for my clients and take away fear. Replacing this with options in life, so they can get on with what's really important; family, travel, friendships, fun.
My clients are positioned so that work is optional.
I walked away from my previous position, where I was earning a million dollars a year. I was incredibly unhappy with the governance of that business and knew I could do better for clients.
I set up Collaborative Consulting to provide genuine value for clients. Putting their needs first before mine. That is what a fiduciary is entrusted to do and how I run my business.
I have three decades of business and financial advice experience as a practicing Certified Financial Planner. Rather than sell products for institutions, I work for my clients in a fiduciary role to position them for the best possible outcome.
After 30 years in business, I have many professional contacts to assist my clients, where I can't.
We are available in person and on zoom for video calls.
Our clients health and safety is important to us. We take all precautions necessary to ensure a safe environment.
4.84/5.00
based on 299 reviews
The average rating for Bark Financial Advisors is 4.84, based on 299 reviews.
